Sundeep Kumar, Cfa

Sundeep Kumar, Cfa Email and Phone Number

Senior Solutions Architect, Portfolio Management Group @ Fisher Investments
Sundeep Kumar, Cfa's Location
Tampa, Florida, United States, United States
Sundeep Kumar, Cfa's Contact Details
About Sundeep Kumar, Cfa

Strategic and Delivery focused Development manager with immense experience in Electronic Trading System Design and Development, Market and Credit Risk Management. Strong Hands-On experience in designing and implementing Real Time Trading Systems for Equities, Derivatives, Fixed Income and OTC Products, High Frequency Trading Systems, GUI Design, Risk Management Systems, P/L, OMS/EMS Design, Portfolio Management, Program and Algorithmic Trading Systems, FIX based systems and Credit Underwriting, Credit Approval, Credit Lifecycle Management, Early Warning and Remedial, Credit Analysis Systems, Commercial Banking, Stress Testing/Scenario Analysis, Market Data Systems. Strong Analytic skills with proficiency in Financial modeling of Derivatives (Listed/OTC), Equity and Fixed Income Products, Credit Products and Structured Finance. Strong experience in handling multiple complex global projects, handling large teams (300+) spread globally in NAM, EMEA, APAC and LATAM. Solid programming experience in a vast variety of languages including C++/Visual C++/C#/.NET/Java/WPF/J2EE/COM/ATL, Messaging, Encryption. Responsible for financial governance, resource management, operational risk, and ongoing strategic partnership with the senior leadership team. Provide relevant information to the business and leadership team to make decisions that align with the objectives of the broader organization. Experienced leading computer forensics and troubleshooting expert. Communicate and manage expectations effectively with senior executives, peers and team members. Immense experience in creating Global Credit Risk Frameworks for Commercial Banking, Private Bank, Consumer Bank, Institutional Bank, Credit Underwriting and Risk Management System including Credit Origination, Credit Analysis, Credit Approval, Early Warning/Remedial Management.Strong experience managing Core Credit Applications for the Wholesale Credit Risk Group including Limit Monitoring and Rules based Risk Management.Specialties: GUI , Visual C++/C++, C#, .NET (Winforms, WPF, WCF, LINQ) Derivatives, Fixed Income, Equities, Credit), COM/ATL, Analytics , Matlab, Java, Network Modeling, Statistical Analysis, FIX Framework, Field Theory, Error Correction, Galois Field Mathematics, Order Management Systems ( OMS ), QTP , Stingray, Python, Flex 4, ActionScript, J2EE, IProcess, JRules, VB.NET, Oracle, Sybase, Spring, Hibernate, BPM, OpenGL, WebGL, HTML5, CSS, Javascript, Perl, PHP, MySQL, TIBCO EMS/ RV, JMS , EJB, Struts, JSP, Machine Learning , Distributed Computing , Cloud Migration , Agile Development

Sundeep Kumar, Cfa's Current Company Details
Fisher Investments

Fisher Investments

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Senior Solutions Architect, Portfolio Management Group
Sundeep Kumar, Cfa Work Experience Details
  • Fisher Investments
    Senior Solutions Architect
    Fisher Investments Jun 2024 - Present
    Plano, Texas, Us
    • Responsible for leading the architecture and design of Fisher Investment’s modern Portfolio Management Group Platform on Microsoft Azure. • Responsible for implementation of Orchestration services for implementing workflows for Account Onboarding, Custodian Transactions Verification, Trading and Money movement Transactions, connecting applications like Charles River Trading , SS&C Evare, Velocity, RECON and Global Wealth Platform, SalesForce.com and Mulesoft on AWS , BNY Melon’s Eagle Platform , FACSET, Bloomberg etc. • Utilizing a modern Azure based Data Platform using Azure Data Factory, PowerBI, Power Apps , API Gateway, Azure SQL Server to create a state of the art Global Wealth Platform to allow scaling Fisher Investment’s reach globally, including in Australia, Europe, Canada and in the USA. • Responsible for implementing modern development techniques including Agile Development , DevOps, DevSecOps, Cloud Native Architecture.
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  • Investm Technology Llc
    Principal Consultant
    Investm Technology Llc Nov 2023 - Present
    Provide Digital Data process Transformation services to global institutions, Wealth Management and Hedge Fund Clients, Providing reference data creation using Open Source tools . Deep understanding of products and processes , front, middle and back office. Implemented Security Master using Apache NiFi to consume global exchange feeds to enrich a Neo4J Graph Database. Expert knowledge of SparQL.Designed and implemented graph data models using Neo4j, enhancing data retrieval efficiency for applications with complex relationships.Optimized Cypher queries for performance through analysis of execution plans, resulting in a significant reduction in query execution time
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  • Fullresonance Llc
    Principal Solutions Architect
    Fullresonance Llc Jan 2008 - Present
    Providing expertise for development of Financial Software , Digital Transformation , Application Security, Cloud Transformation ( Azure , AWS and GCP), DevOps , DevSecOps, Data Strategy including Data Transformation , ETL. Immense experience with implementing Distributed systems using Kafka, Spark, HADOOP and other Distributed computing, Vendor Management , Trading and Risk Applications, Risk and Regulatory reporting.Managed AWS CloudFormation templates for automated provisioning of infrastructure, ensuring consistency and repeatability in deployment processes.Optimized AWS Lambda functions for performance, resulting in reduced execution time and improved user experience by implementing best practices for code efficiency and memory allocation.Executed data processing tasks using AWS Lambda, automating workflows for tasks such as file processing, data transformation, and integration with other AWS services.Architected and deployed scalable cloud solutions using AWS, leveraging services such as EC2, S3, RDS, and Lambda to optimize performance and cost
  • Morgan Stanley
    Executive Director, Credit Risk Technology, Morgan Stanley, Application And Data Architecture
    Morgan Stanley Aug 2022 - Sep 2023
    New York, Ny, Us
    Responsible for Credit Risk Technology at Morgan Stanley with interest in Credit Exposure Calculation , Credit Aggregation , Risk Infrastructure, Risk Operations and Risk Reporting. Interest in Distributed Computing, Big Data , AI/ML , Automation , Cloud Transformation and Agile/ DevOps and DevSecOps.
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  • Wells Fargo
    Vice President Of Global Technology, Solution Architect
    Wells Fargo Apr 2021 - Aug 2022
    San Francisco, California, Us
    Responsible for modernization of Wells Fargo's Technology in Algorithmic Trading , ETF , SWAPS and Equities Trading , Risk Management, Compliance, Data Services , Application Security and DevOps. Focus on Java/Python/C++ services , Micro Service architecture using Spring Boot/ Quick fix and Kafka/Coherence driven data services, Code Quality, Security Testing, Cloud Transformation and Digital Transformation, AI/ML, RPA, and Blockchain.
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  • State Street
    Principal Consultant / Vice President, Solution Architect
    State Street Apr 2019 - Apr 2021
    Boston, Massachusetts, Us
    • Certified Charles River Implementer by Charles River University• Led over 10 Cloud Migrations from On Prim / Rackspace (Private Cloud) to public Cloud (Azure). • Expertise in Compliance, Manager’s Workbench, System Admin and Trade Blotter, Credit, Market Risk • Implemented Custom wrapper for Real Time Support for Thomson Reuters • Implemented Custom Export for a Client Using Kettle Export • Implemented migration from Perl to Java for Bloomberg Data License • Implemented Mutual Fund processing for TIAA/Nuveen including integration with Custodians like State Street and US Bank. • Implemented Interfaces for Lazard Asset Management to Bloomberg AIM , Pershing. Implemented Mutual Fund Done Deal Processing and InterFund Processing • Implemented a Commission Target System for Lazard to streamline Brokerage Commissions. • Implemented a Customer Defined Allocation Module for Lazard • Implemented connectivity to payment and funding solutions including Calastone , EMX ( Euroclear ) , SWIFT , InvestCloud etc. • Implemented an Azure based Charles River Implementation for Ivy Investments and Merganser include Risk Management , Portfolio Management, Trade and Execution Management. • Created an interface to STP and InvestCloud for Account Management • Implemented a High Availability Solution for First Eagle. • Implement a “Never Down” solution for Merrill Lynch using Oracle and Golden Gate.
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  • Liquidfsi, Inc
    Chief Operating Officer
    Liquidfsi, Inc Oct 2018 - Apr 2021
    • Implemented LiquidFSI’s ConvertToPay Lending and Underwriting Platform. • Developed interfaces with external Fintech Lenders including Stackfolio and Fundation. • Created a Marketplace with over 1000 Lenders to lend in the Healthcare space. • Implemented Machine Learning based Credit Models for Credit Underwriting.
  • Northwestern Mutual
    Senior Application Architect
    Northwestern Mutual Jan 2019 - Apr 2019
    Milwaukee, Wi, Us
    • Responsible for migrating Northwestern Mutual’s Wealth Management Application from NodeJS to Java 8 , using Microservices, Docker and Kubernetes.. • Implemented BNY Mellon’s API using Orchestrated end points for Account Management, Money Movement, Transactions and Performance. • Implemented a CI/CD pipeline using JIRA, Gitlab, Sonar, Docker and Jenkins. Implemented close to 80 % Unit Testing • Created a mock Service implementation to abstract out BNY’s Services for Unit Testing • Implemented NewRelic logging. • Implemented support for Elastic Search/Logging • Responsible for Code Review with authority to approve code to Master Branch
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  • Jpmorgan Chase & Co.
    Executive Director, Wholesale Credit Risk
    Jpmorgan Chase & Co. Sep 2014 - Jan 2019
    New York, Ny, Us
    Senior, Hands-on Development Manager responsible for managing Global Technology Applications. Limits Monitoring, Rule Based Risk Management, Overlimits and Breach Management, Compliance and Audit, Economic Capital Calculations, Exceptions and Alerts Management. Application Security Champion. Application stack based on Java J2EE/ ExtJS/ Gemfire/Spring Boot/JBPM and Oracle Exadata. Built an Economic Loss Estimation Calculator based on JPMC Python Based Athena Framework. Implemented Agile Methodology and DevOps implementation using Bitbucket, JIRA, Docker, Micro Services, and Jenkins. Created Calculators utilized by Wholesale Credit Risk Analytics Group. Utilizing Hadoop, Kafka, Spark and other Big Data Solutions to implement highly concurrent Streaming Apps. Implemented Automation using RPA, Machine Learning, Automated Testing using Selenium and Blockchain to manage Transactions. Managing a Global Team with presence in Houston, New York, UK and IndiaJP Morgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, JP Morgan Chase is a leading global financial services firm with assets of $2.6 trillion, operating in more than 60 countries, having over 260,000 employees. JP Morgan Chase serves millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients. JP Morgan Chase a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.JP Morgan Chase is a component of the Dow Jones Industrial Average.
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  • Brandywine Global Investment Management
    Business Solutions Manager
    Brandywine Global Investment Management Mar 2014 - Jul 2014
    Philadelphia, Pennsylvania, Us
    Business Solution Manager / Chief Business Solution Architect at Brandywine Global Investment Management, responsible for Development of all Front Office Businss solutions used by the Investment Managers ( Fixed Income, Equity as well as Balanced Strategies). Member of the CIO's Leadership Team responsible for development of the future Technology Strategy of Brandywine Global Investment Management. Responsible for managing the Front Office Business Solutions group, including all Portfolio Rebalancing Strategies, Pre Trade Compliance rules, Trading Rules, Post Trade Reporting/Compliance, Equity and Fixed Income Trading, Diversified Portfolio tools, and Quantitative Research Platform. Responsible for development of Application Lifecycle Management ( ALM) for all Front Office soutions. Founded in 1986, Brandywine Global Investment Management offers a broad array of fixed income, equity, and balanced strategies that invest across global markets.As of 12/31/2013, Brandywine Global manages $50 billion in assets. The firm is a wholly owned, independently operated subsidiary of Legg Mason, Inc. (NYSE: LM), and is headquartered in Philadelphia with an office in San Francisco. Brandywine Global also operates two affiliated companies with offices in Singapore and London.
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  • Citigroup
    Senior Vice President, Global Credit Risk
    Citigroup Nov 2010 - Mar 2014
    New York, New York, Us
    Responsible for Global Rollout of end to end Credit Solutions for Commercial Loan Underwriting, Collateral Management, Credit Analysis, Credit Risk Management, Approval, Early Warning and Remedial for the Local Commercial Banking Division of CitiGroup (LATAM, APAC, CEEMEA and NA). Managing a global team with presence in North America, India, Argentina, Singapore, Hong Kong and Europe.Responsible for the development of tools, workflows and processes for a Global Credit Management System being used by Loan Managers and Credit Analysts in the Local Commercial Bank(LCB) Division at Citibank. Responsible for incorporation of Credit Risk Analysis, Credit Risk Stress Testing and scenario analysis into the Loan process to SMEs and MMEs. In charge of development and support of Citigroup's key credit risk technology group, managing client needs and running weekly client meetings. Responsible for building and managing a group with on-shore and off-shore resources to support batch and server infrastructure, user tools, risk analytics, risk reporting and production support.Coordinating with internal and external auditors in reviewing Citigroup's Credit Risk development projects. Involved in new analytic model review and development; working closely with Risk Analytics group. Serving as a member in the CitiTech architect community to provide architecture design advise for other projects. Own and manage budget and P&L.Creating a Credit Underwriting Framework that can be leveraged across Commercial Bank, Private Bank, Consumer Bank and Institutional Bank. Responsible for all Financial, Portfolio and Regulatory Reporting including Basel, Dodd Frank etc.
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  • Banc Of America Securities
    Principal
    Banc Of America Securities Mar 2008 - Oct 2010
    Charlotte, Nc, Us
    Responsible for Front Office development for Global Equities and Derivatives (Listed, OTC and Exotics) Risk Management, Equity Swaps, Var Swaps, Equity/Derivatives OMS, Market Analytics and Pricing, STP and Framework Development. Applications cover Risk Management for both Equities and Derivatives as well as Trading Technologies and Derivatives Pricing and Analytics. My team covers several geographical locations including New York, London, Dallas, Mexico and Off shore resources (Mumbai and Bangalore). The Risk Management system provides Real Time P/L as well as Real time Options (Greeks) and Cash Risk , along with several other features like STP, Scenario Analysis, Risk Bucketing , FX Risk Calculation, Interest Risk Calculation, Basket Generation, Pre-Trade Analytics, ability to provide Real Time Delta Rebalance and ability to send orders to Algorithmic Engines. The system utilizes technology ranging from C# .NET , C++, Java, RMI, JINI, KDB, Sybase, SQL Server, Web Services, Tibrv etc
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  • Bank Of America Merrill Lynch
    Director
    Bank Of America Merrill Lynch Mar 2008 - Oct 2010
    New York, Ny, Us
    Bank of America acquired Merrill Lynch on September 15th, 2008 to create Bank of America Merrill Lynch. Responsible for Transition of the Trading, Risk and Pricing Systems for Equity Derivatives (Listed and OTC ) after the merger. Responsible for creating the next generation .NET Frameworks to be used company wide using modern design patterns (MVVM), methodology, technologies (.NET 3.5, WPF, WCF, LINQ etc ). Member of the .NET Framework Governance set up design the next generation Framework. Also responsible for several Equity Derivatives Life Cycle, Pricing and parameterization applications and OTC workflow applications like SectorPro (Sector Swaps) , OTC Pricing and Equity Finance products like Commercial Paper and Equity Swaps, Integrated Execution Platform (Global OMS). Managing a global team with members of the team in New York, Toronto, EMEA, APAC ( Hong Kong and Singapore ), and India (MLITS Continuum and Infosys).
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  • Royal Bank Of Canada
    Director
    Royal Bank Of Canada Jan 2007 - Feb 2008
    Toronto, Ontario, Ca
    Royal Bank of Canada completed the acquisition of Carlin Financial Group on January 2nd , 2007 creating RBC Carlin, a wholely owned division of RBC Capital Markets . Manager of the GUI development team at RBC Carlin, responsible for electronic trading of Equities, Options , Futures, FOREX , analytics etc. RBC Accel is a premier Electronic Trading tool used by Hedge Funds, Institutional Clients and High net worth individuals, and provides advanced trading capabilies for trading Equities, Options, Spreads , Market Neutral Strategies, Basket Trading, FOREX etc. RBC accel is also used by the Market Making desk as well as by Sales Traders.
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  • Carlin Financial Group
    Executive Vice President
    Carlin Financial Group Jun 2006 - Dec 2006
    Us
    Graphical User Interface team Manager and Lead User Interface Architect. Responsible for Options/Futures integration and Analytics Development.Carlin Financial Group is a leading financial services company that provides a full suite of versatile products and services designed to meet the specific needs of financial institutions, hedge funds and sophisticated professional traders.Carlin's proprietary technology offers customized solutions and execution services, fully integrated with systems and operations support. The company's highly developed infrastructure supports equity, option, futures and fixed income trading platforms while providing optimal value to its customers. In addition, Carlin's complex proprietary algorithms allow for arbitrage/spread and automated trading. Carlin's systems are also highly scalable and flexible, enabling specialized modules to be added efficiently and economically to meet clients' needs.
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  • Bloomberg Lp
    Senior Analyst
    Bloomberg Lp May 2003 - Jun 2006
    New York, Ny, Us
    Responsible for Control's Architecture, UI Design and Software Infrastructure Design. Control screens are now used in almost all Bloomberg Screens. Responsible for several functions on the Bloomberg like SWAP Analysis, Options Pricing, Fixed Income Analysis , Volatility Surfaces, Trading Applications within Bloomberg and the Bloomberg Launchpad design.
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  • Goldman Sachs And Co.
    Vice President
    Goldman Sachs And Co. Apr 2000 - May 2003
    New York, New York, Us
    Created a Framework ( front end , Backend ) for end to end electronic trading of Equity Derivatives , Stocks, Futures etc. Principal liason with the Equity Derivatives Sales and Trading Desk.Co-Ordinated a Global Team with resources in NY, London, Chicago , San Francisco, etc.
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  • Credit Suisse First Boston
    Senior Analyst
    Credit Suisse First Boston Sep 1999 - Apr 2000
    Zurich, Ch
    Created a Program Trading and Basket trading Application. The application allowed the creation of International Baskets which could be traded in their individual Markets . The application also interfaced with Credit Suisse's backend servers to allow for internal crossing, Order routing etc.
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  • Dlj Direct /Pershing
    Senior Analyst
    Dlj Direct /Pershing Apr 1998 - Sep 1999
    Us
    Created Application for online Trading - MarketSpeed and Broker's Ally. Stand alone applications were created to be used by both DLJ Direct's Retail clients (500,000 in Number), as well as Money Managers, Brokers and Institutional Clients. DLJ Direct was awarded several accolades for its intuitive design and Navigation capabilities
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  • Symbol Technologies
    Associate
    Symbol Technologies Sep 1992 - Apr 1998
    Chicago, Illinois, Us
    Research in Symbology - Created several symbologies like PDF417, Micro PDF etc. Research in Galois Field Mathematics and Symbology. Member of the Decode Core Competency group, whose primary mandate was creation of new Symbologies and Decode Algorithms, Stress testing Algorithms, designing Laser based and Camera based imaging devices, image processing.
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Sundeep Kumar, Cfa Skills

Fixed Income Equities Equity Derivatives Risk Management Credit Derivatives Capital Markets Investment Banking Financial Markets Java Hedge Funds Financial Analysis Sql Market Data C# Web Services Perl Sybase Unix .net Gui Development Enterprise Risk Management Databases C++ Risk Analysis Visual Basic Visual C++ Javascript Flex Php Silverlight Hibernate Matlab Com Win32 Iphone Development Xml Business Objects Fix J2ee Wpf Embedded Systems Spring Multithreading Order Management Jdbc Html5 Opengl Linux Cognos Imaging

Sundeep Kumar, Cfa Education Details

  • Cfa Institute
    Cfa Institute
    Financial Analysis
  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance And International Business
  • New York University - Polytechnic School Of Engineering
    New York University - Polytechnic School Of Engineering
    Computer Science And Electrical Engineering
  • Indian Institute Of Technology, Delhi
    Indian Institute Of Technology, Delhi
    Electrical And Computer Engineering
  • Delhi Public School, R.K.Puram
    Delhi Public School, R.K.Puram
    Sciences And Technical Drawing
  • Mount St Mary'S
    Mount St Mary'S
    Science And Math

Frequently Asked Questions about Sundeep Kumar, Cfa

What company does Sundeep Kumar, Cfa work for?

Sundeep Kumar, Cfa works for Fisher Investments

What is Sundeep Kumar, Cfa's role at the current company?

Sundeep Kumar, Cfa's current role is Senior Solutions Architect, Portfolio Management Group.

What is Sundeep Kumar, Cfa's email address?

Sundeep Kumar, Cfa's email address is su****@****mar.com

What is Sundeep Kumar, Cfa's direct phone number?

Sundeep Kumar, Cfa's direct phone number is +191769*****

What schools did Sundeep Kumar, Cfa attend?

Sundeep Kumar, Cfa attended Cfa Institute, Nyu Stern School Of Business, New York University - Polytechnic School Of Engineering, Indian Institute Of Technology, Delhi, Delhi Public School, R.k.puram, Mount St Mary's.

What are some of Sundeep Kumar, Cfa's interests?

Sundeep Kumar, Cfa has interest in Mathematics, Ian Caldwell, Q104, Community, Apple Inc, Driving, Bank Of America Corporation, Astronomy, Travel, The Tudors.

What skills is Sundeep Kumar, Cfa known for?

Sundeep Kumar, Cfa has skills like Fixed Income, Equities, Equity Derivatives, Risk Management, Credit Derivatives, Capital Markets, Investment Banking, Financial Markets, Java, Hedge Funds, Financial Analysis, Sql.

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